A dedicated tax practice, proactive staffing strategy and “shrink-to-grow” philosophy are just a few of the things that set Brandywine Oak apart from its peers.
The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.
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